Zimmer Biomet Holdings, Inc.
ZBH- Exchange
- NYSE
- Industry
- Orthopedic, Prosthetic & Surgical Appliances & Supplies
- SEC CIK
- 0001136869
In the last 90 days, Zimmer Biomet Holdings, Inc. insiders filed 0 open-market purchases and 2 sales; 913 institutions reported holding it in 13F filings for Q2 2026, worth $17.1B in total; Harris Associates (Oakmark) is the only superinvestor holding it.
13F holders, Q4 2023
Institutional positions in Zimmer Biomet Holdings, Inc. as of Dec 31, 2023. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 1,034
- +30 vs. Q3 2023
- Shares held
- 182.6M
- −354.9K (−0.2%) vs. Q3 2023
- Total value
- $22.2B
- +$1.67B (+8.1%) vs. Q3 2023
- New holders
- 127
- 279 more added
- Sold out
- 97
- 427 more reduced
15 institutions that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 2023: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting ZBH on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 913 | $17.1B |
| Q1 2026 | 919 | $17.4B |
| Q4 2025 | 950 | $17.9B |
| Q3 2025 | 970 | $18.9B |
| Q2 2025 | 939 | $17.6B |
| Q1 2025 | 1,006 | $21.0B |
| Q4 2024 | 1,033 | $19.3B |
| Q3 2024 | 989 | $19.6B |
| Q2 2024 | 1,012 | $20.2B |
| Q1 2024 | 1,015 | $24.5B |
| Q4 2023 | 1,034 | $22.2B |
| Q3 2023 | 1,019 | $20.6B |
| Q2 2023 | 1,034 | $26.9B |
| Q1 2023 | 998 | $23.9B |
| Q4 2022 | 979 | $23.8B |
| Q3 2022 | 921 | $19.6B |
| Q2 2022 | 958 | $19.8B |
| Q1 2022 | 979 | $24.4B |
| Q4 2021 | 999 | $23.7B |
| Q3 2021 | 985 | $27.3B |
| Q2 2021 | 1,018 | $30.1B |
| Q1 2021 | 1,031 | $29.9B |
Institutions, Q4 2023
Shares, value and share of portfolio for each institution holding Zimmer Biomet Holdings, Inc.; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Logan Capital Management Inc | 21,500 | $2.62M | 0.12% | 00.0% | Unchanged |
| Rafferty Asset Management, LLC | 21,277 | $2.59M | 0.01% | −527−2.4% | Reduced |
| WMS Partners, LLC | 20,684 | $2.52M | 0.19% | −33−0.2% | Reduced |
| Selway Asset Management | 20,639 | $2.51M | 1.06% | −125−0.6% | Reduced |
| Quadrature Capital Ltd | 20,169 | $2.45M | 0.04% | −17,120−45.9% | Reduced |
| Boyer & Corporon Wealth Management, LLC | 18,988 | $2.31M | 0.78% | +492+2.7% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 18,859 | $2.30M | 0.03% | +344+1.9% | Added |
| M&T Bank Corp | 18,797 | $2.29M | 0.01% | −719−3.7% | Reduced |
| O'Shaughnessy Asset Management, LLC | 18,666 | $2.27M | 0.03% | +6,622+55.0% | Added |
| DCF Advisers, LLC | 18,397 | $2.24M | 1.52% | 00.0% | Unchanged |
| Mairs & Power Inc | 18,295 | $2.23M | 0.02% | −2,490−12.0% | Reduced |
| Elo Mutual Pension Insurance Co | 18,244 | $2.22M | 0.06% | +724+4.1% | Added |
| Wesbanco Bank Inc | 18,095 | $2.20M | 0.12% | −2,220−10.9% | Reduced |
| First Manhattan Co | 18,060 | $2.20M | 0.01% | −5,785−24.3% | Reduced |
| CIBC Private Wealth Group, LLC | 18,024 | $2.19M | 0.00% | +1,259+7.5% | Added |
| Gulf International Bank (UK) Ltd | 17,982 | $2.19M | 0.06% | −2,100−10.5% | Reduced |
| Teachers Retirement System of the State of Kentucky | 17,975 | $2.19M | 0.02% | −916−4.8% | Reduced |
| Round Hill Asset Management | 17,789 | $2.16M | 1.36% | −50−0.3% | Reduced |
| Ethic Inc. | 17,698 | $2.15M | 0.06% | +907+5.4% | Added |
| Swedbank AB | 17,543 | $2.13M | 0.00% | 00.0% | Unchanged |
| Schroder Investment Management Group | 17,481 | $2.13M | 0.00% | −201−1.1% | Reduced |
| Twin Tree Management, LP | 17,396 | $2.12M | 0.04% | +17,396 | New |
| Cerity Partners LLC | 17,344 | $2.11M | 0.01% | +5,024+40.8% | Added |
| Atria Wealth Solutions, Inc. | 17,318 | $2.11M | 0.03% | −3,248−15.8% | Reduced |
| Ensign Peak Advisors, Inc | 16,936 | $2.06M | 0.00% | −5,102−23.2% | Reduced |
| Desjardins Global Asset Management Inc. | 16,823 | $2.05M | 0.22% | +181+1.1% | Added |
| Walleye Trading LLC | 16,819 | $2.05M | 0.03% | −13,205−44.0% | Reduced |
| Associated Banc-Corp | 16,819 | $2.05M | 0.07% | +2,170+14.8% | Added |
| Brown Advisory Inc | 16,799 | $2.04M | 0.00% | +396+2.4% | Added |
| Pacer Advisors, Inc. | 16,734 | $2.04M | 0.01% | +109+0.7% | Added |
| Kentucky Retirement Systems | 16,721 | $2.03M | 0.06% | −322−1.9% | Reduced |
| Steward Partners Investment Advisory, LLC | 16,702 | $2.03M | 0.03% | +121+0.7% | Added |
| First Hawaiian Bank | 16,520 | $2.01M | 0.06% | +9,500+135.3% | Added |
| River & Mercantile Asset Management LLP | 16,479 | $2.01M | 0.38% | +2,012+13.9% | Added |
| Glenmede Trust Co NA | 16,478 | $2.01M | 0.01% | −2,960−15.2% | Reduced |
| Oregon Public Employees Retirement Fund | 16,283 | $1.98M | 0.03% | −14,331−46.8% | Reduced |
| Davenport & Co LLC | 16,251 | $1.98M | 0.01% | +10,166+167.1% | Added |
| South Dakota Investment Council | 16,088 | $1.96M | 0.04% | 00.0% | Unchanged |
| Maryland State Retirement & Pension System | 16,034 | $1.95M | 0.04% | 00.0% | Unchanged |
| Heritage Trust Co | 16,003 | $1.95M | 0.27% | −175−1.1% | Reduced |
| JustInvest LLC | 15,361 | $1.87M | 0.05% | +4,506+41.5% | Added |
| Pearl River Capital, LLC | 15,300 | $1.86M | 0.30% | −15,054−49.6% | Reduced |
| Greatmark Investment Partners, Inc. | 14,740 | $1.79M | 0.28% | +930+6.7% | Added |
| First Western Trust Bank | 14,721 | $1.79M | 0.09% | −150−1.0% | Reduced |
| STRS Ohio | 14,552 | $1.77M | 0.01% | −2,127−12.8% | Reduced |
| Ossiam | 14,466 | $1.76M | 0.03% | −3,718−20.4% | Reduced |
| Anchor Investment Management, LLC | 14,353 | $1.75M | 0.20% | −3,578−20.0% | Reduced |
| LMCG Investments, LLC | 14,271 | $1.74M | 0.11% | 00.0% | Unchanged |
| Dean Investment Associates, LLC | 14,212 | $1.73M | 0.25% | +790+5.9% | Added |
| Hartford Investment Management Co | 14,077 | $1.71M | 0.06% | −168−1.2% | Reduced |
| Crossmark Global Holdings, Inc. | 13,965 | $1.70M | 0.04% | −224−1.6% | Reduced |
| Belpointe Asset Management LLC | 13,862 | $1.69M | 0.15% | −218−1.5% | Reduced |
| Tocqueville Asset Management L.P. | 13,811 | $1.68M | 0.03% | −527−3.7% | Reduced |
| United Asset Strategies, Inc. | 13,798 | $1.68M | 0.19% | −2,754−16.6% | Reduced |
| 1832 Asset Management L.P. | 13,741 | $1.67M | 0.00% | −5,414−28.3% | Reduced |
| Northwest & Ethical Investments L.P. | 13,635 | $1.66M | 0.05% | +2,300+20.3% | Added |
| Nordea Investment Management AB | 13,603 | $1.66M | 0.00% | −17,367−56.1% | Reduced |
| Ostrum Asset Management | 13,489 | $1.64M | 0.14% | +3,926+41.1% | Added |
| Walleye Capital LLC | 13,462 | $1.64M | 0.02% | −124,628−90.3% | Reduced |
| Citizens & Northern Corp | 13,303 | $1.62M | 0.58% | −525−3.8% | Reduced |
| Jefferies Financial Group Inc. | 13,256 | $1.61M | 0.03% | −11,744−47.0% | Reduced |
| Securian Asset Management, Inc | 13,215 | $1.61M | 0.05% | −1,750−11.7% | Reduced |
| Ardent Capital Management, Inc. | 13,126 | $1.60M | 0.84% | −973−6.9% | Reduced |
| Quantinno Capital Management LP | 13,100 | $1.59M | 0.06% | −1,487−10.2% | Reduced |
| Welch & Forbes LLC | 13,072 | $1.59M | 0.02% | −1,549−10.6% | Reduced |
| Metis Global Partners, LLC | 13,017 | $1.58M | 0.06% | −10−0.1% | Reduced |
| Caption Management, LLC | 13,000 | $1.58M | 0.17% | +13,000 | New |
| Vinva Investment Management Ltd | 12,876 | $1.57M | 0.11% | +6,059+88.9% | Added |
| Koss-Olinger Consulting, LLC | 12,867 | $1.57M | 0.15% | +9,187+249.6% | Added |
| Sciencast Management LP | 12,811 | $1.56M | 0.85% | +12,811 | New |
| Gilman Hill Asset Management, LLC | 12,757 | $1.55M | 0.29% | −129−1.0% | Reduced |
| Chartwell Investment Partners, LLC | 12,737 | $1.55M | 0.05% | −36,943−74.4% | Reduced |
| Louisiana State Employees Retirement System | 12,600 | $1.53M | 0.03% | −300−2.3% | Reduced |
| Missouri Trust & Investment Co | 12,526 | $1.52M | 0.62% | +2,460+24.4% | Added |
| Wealth Enhancement Advisory Services, LLC | 12,526 | $1.52M | 0.00% | −487−3.7% | Reduced |
| D.A. Davidson & Co. | 12,465 | $1.52M | 0.01% | +1,984+18.9% | Added |
| Silvant Capital Management LLC | 12,378 | $1.51M | 0.08% | 00.0% | Unchanged |
| Strategic Global Advisors, LLC | 12,336 | $1.50M | 0.34% | −8,315−40.3% | Reduced |
| Scotia Capital Inc. | 12,316 | $1.50M | 0.01% | +465+3.9% | Added |
| Ramsay, Stattman, Vela & Price, Inc. | 12,171 | $1.48M | 0.30% | +73+0.6% | Added |
| Studio Investment Management LLC | 12,020 | $1.46M | 0.37% | +1,785+17.4% | Added |
| Epoch Investment Partners, Inc. | 11,984 | $1.46M | 0.01% | −640−5.1% | Reduced |
| Tredje AP-fonden | 11,929 | $1.45M | 0.02% | −13,000−52.1% | Reduced |
| Kinneret Advisory, LLC | 11,751 | $1.43M | 0.16% | +11,751 | New |
| Envestnet Portfolio Solutions, Inc. | 11,700 | $1.42M | 0.01% | −3,835−24.7% | Reduced |
| Graham Capital Management, L.P. | 11,341 | $1.38M | 0.04% | +5,390+90.6% | Added |
| Nwam LLC | 11,307 | $1.38M | 0.11% | −19,838−63.7% | Reduced |
| Claret Asset Management Corp | 11,112 | $1.35M | 0.24% | −147−1.3% | Reduced |
| Wellington Management Group LLP | 10,968 | $1.33M | 0.00% | +10,968 | New |
| Cambridge Investment Research Advisors, Inc. | 10,952 | $1.33M | 0.01% | −1,738−13.7% | Reduced |
| Norway Savings Bank | 10,925 | $1.33M | 0.59% | −235−2.1% | Reduced |
| New Mexico Educational Retirement Board | 10,822 | $1.32M | 0.05% | 00.0% | Unchanged |
| 1st Source Bank | 10,786 | $1.31M | 0.08% | −788−6.8% | Reduced |
| Private Advisor Group, LLC | 10,610 | $1.29M | 0.01% | +1,164+12.3% | Added |
| Cetera Advisor Networks LLC | 10,562 | $1.29M | 0.01% | +592+5.9% | Added |
| Edgestream Partners, L.P. | 10,514 | $1.28M | 0.09% | +10,514 | New |
| Fort Washington Investment Advisors Inc | 10,430 | $1.27M | 0.01% | 00.0% | Unchanged |
| Boston Private Wealth LLC | 10,320 | $1.26M | 0.03% | +174+1.7% | Added |
| Waterfront Wealth Inc. | 10,075 | $1.23M | 0.36% | +200+2.0% | Added |
| MML Investors Services, LLC | 10,051 | $1.22M | 0.01% | −1,466−12.7% | Reduced |